+317.7%
SOXL vs EIX
+6.9%
+310.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.3% | +6.6% | +5.1% |
| 7D | +3.9% | -1.4% | +5.2% | +3.7% |
| 30D | -14.3% | -19.3% | +5.0% | -15.0% |
| 3M | -45.6% | -21.7% | -23.9% | -46.2% |
| 6M | +117.2% | -19.8% | +137.0% | +112.4% |
| YTD | +189.8% | -3.0% | +192.9% | +198.6% |
| 1Y | +317.7% | +5.1% | +312.6% | +316.3% |
| All | +317.7% | +6.9% | +310.8% | +316.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling